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Become A Client Success Manager

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Working As A Client Success Manager

  • Selling or Influencing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Getting Information
  • Communicating with Persons Outside Organization
  • Mostly Sitting

  • Stressful

  • $79,976

    Average Salary

What Does A Client Success Manager Do At Concur

* Develop and maintain strong relationships within assigned client segment to ensure maximum satisfaction and retention levels.
* Identify and execute business strategy for assigned client segment.
* Work cross-functionally to execute on individual client strategies.
* Identify opportunities for adding greater value.
* Identify opportunities for additional ARR by proactively contacting clients on a weekly basis and developing strong relationships with CDRSE’s to strategically manage clients to leverage upsell opportunities.
* Identify and implement specific strategies to increase utilization and adoption for overall client portfolio.
* Develop qualified references by establishing credibility and responsiveness with assigned clients.
* Ensure clients receive appropriate acknowledgement for providing references.
* Identify, prioritize and resolve client issues/concerns; coordinate with appropriate internal departments to provide response and/or solutions.
* Identify and implement improvements to processes, documents, tools, reports, etc. to benefit team and internal/external clients.
* Participate on cross-functional teams to discuss accounts and look for trends or commonalities.
* Ensure the best interests of both clients and Concur are being fairly and objectively represented.
* Identify and execute business strategies that contribute to the success of the key metrics of the position – retention, upselling, increased utilization/adoption, contractual compliance and opportunities for expansion.
* Other duties/special projects as assigned.
* Be aware of, and comply with, all corporate policies

What Does A Client Success Manager Do At Oracle

* Contribute to and drive large Oracle X
* LOB deals including Applications, Technology, BI/EPM, Hardware, and Services.
* Work in collaboration with local account team (X-stack –hardware, technology and applications), Global Client Advisors
* Lead all consultative selling enabling services including domain architects, sales consulting, Business Analyst, etc.
* Exercise creativity, independent judgment and business acumen in selecting methods and techniques to design non-routine and very complex business solutions utilizing Oracle products and technology to meet customer needs.
* Interact with all roles at customer – including CIO, CTO, IT Architects, technical staff and Business representatives
* Articulate case for change
* Lead detailed discovery analysis
* Conduct repeatable strategy, architecture, roadmap and planning workshops
* Provide assessment of current state architecture and recommendation of future state architecture
* Provide detailed sizing and associated justification
* Identify and evangelize key business and technology benefits of adoption
* Provide roadmap and migration methodology and identify quick wins
* Advise on organizational impact of solutions
* Remain fully aware of relevant architectural programs and assets from Oracle worldwide

What Does A Client Success Manager Do At Ultimate Software

* The People Success Manager supervises the daily activities of the team to ensure efficient and effective delivery of quality service to our customers.
* Qualified candidates are highly-motivated, with strong leadership skills, solution-driven and possess a drive to deliver a high standard of service to our customers.
* A general knowledge of payroll and human resource concepts and regulations along with a knowledge of UltiPro HCM product is a plus.
* You will be measured on customer retention and customer satisfaction.
* This position reports to the Director of Customer Success

What Does A Client Success Manager Do At Truecar

* Perform consistent in-store training and development for assigned dealer groups as directed by the Director and/or VP of Major Accounts
* Be a subject matter expert on all aspects of TRUECar products and programs
* Identify and communicate specific best practices and solutions on all aspects of TrueCar programs and products to optimize performance
* Consistently exceed all territory goals, including retention, growth, training, dealer satisfaction and other revenue directed metrics
* Establish and strengthen relationships with store level key personnel (GM, GSM, Sales Managers, Controller, etc.)
* Effectively recap efforts through all appropriate methods including utilization of TrueCar’ s CRM
* Successfully facilitate resolution of escalated issues
* Provide feedback and specific recommendations to management for how to improve TrueCar’ s various dealer services
* Represent TrueCar at industry conferences and trade shows and partner events if needed
* Be a professional ambassador of TRUECar at all times

What Does A Client Success Manager Do At Wolters Kluwer

* Strategically manage interactions with assigned portfolio of clients
* Collaborate with ELM Solutions Account Manager to support the overall Account Plan and Objectives for the Client
* Document client issues in NetSuite/ CRM system with details needed for the assigned team to review, address issue
* Document status on issues for weekly status meetings with Client; Manage weekly status calls with Client
* Resolve client issues of medium and high complexity
* Share best practices with Clients and provide recommendations for the use of ELM products
* Mentor Associate CSMs and contribute to knowledge sharing as a Subject Matter Expert (SME) for the team
* Resolve cases in a timely manner to maintain response time, resolution time and case quality required for clients
* Maintain documentation for each assigned Client including Support documents such as Run Book, Play Book and other documentation that may be part of the CSM Standard Operating Procedures
* Escalate issues to Senior Manager, Client Success as needed
* Assist other team members with projects and tasks on an as needed basis
* Weekly time entry in time entry application in use by the department

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How To Become A Client Success Manager

Most sales managers have a bachelor’s degree and work experience as a sales representative.


Most sales managers have a bachelor’s degree, although some have a master’s degree. Educational requirements are less strict for job candidates who have significant work experience. Courses in business law, management, economics, accounting, finance, mathematics, marketing, and statistics are advantageous.

Work Experience in a Related Occupation

Work experience is typically required for someone to become a sales manager. The preferred duration varies, but employers usually seek candidates who have at least 1 to 5 years of experience in sales.

Sales managers typically enter the occupation from other sales and related occupations, such as sales representatives or purchasing agents. In small organizations, the number of sales manager positions often is limited, so advancement for sales workers usually comes slowly. In large organizations, promotion may occur more quickly.

Important Qualities

Analytical skills. Sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies.

Communication skills. Sales managers need to work with colleagues and customers, so they must be able to communicate clearly.

Customer-service skills. When helping to make a sale, sales managers must listen and respond to the customer’s needs.

Leadership skills. Sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.

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Client Success Manager jobs

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Client Success Manager Typical Career Paths

Client Success Manager Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Danish

  • Chinese

  • Urdu

  • Hindi

  • Russian

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Client Success Manager

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Client Success Manager Education

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Real Client Success Manager Salaries

Job Title Company Location Start Date Salary
Client Success Manager Symphony Commerce Inc. (Previously Known As A SNEA San Francisco, CA Apr 14, 2014 $105,000
Client Success Manager Symphony Commerce Inc. San Francisco, CA Aug 11, 2014 $100,000
Client Success Manager Move Guides Inc. San Francisco, CA Jan 06, 2015 $80,000
Client Success Manager Move Guides Inc. San Francisco, CA Jun 01, 2015 $79,976 -
Client Success Manager Move Guides Inc. San Francisco, CA Jan 06, 2015 $79,976 -
Client Success Manager Marqeta, Inc. Emeryville, CA Jul 27, 2015 $73,216 -

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Top Skills for A Client Success Manager


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Top Client Success Manager Skills

  1. Client Relations
  2. New Clients
  3. Email
You can check out examples of real life uses of top skills on resumes here:
  • Managed client relationships directly to ensure satisfaction and retention.
  • Launched 16 new clients with an average launch velocity of 45 days.
  • Managed the email and live chat support queues.
  • Provide exemplary customer service as the initial recipient of all client tickets.
  • Documented and engaged appropriate resources to reduce and identify churn risk through Salesforce and site activity reports.

Top Client Success Manager Employers

Client Success Manager Videos

Career Advice on becoming a Business Development Manager by Victoria P (Full Version)

What can a Client Success Manager do for you?

Career Advice on becoming a Client Services Manager by Richard D (Full Version)